Pony’s pilot highlights everyone’s problems. The launch of Pony.ai’s 1st live pilot looks great but digging into some of the details reveals that, just like everyone else, Pony.ai is plagued...
Japanese investors have a bad case of FOMO syndrome. Fear of missing out (FOMO) is the only rational reason I can come up with for why Toyota and Denso would...
Huawei’s issues are likely to be just as bad. It looks like the majority of the screen failures on the Galaxy Fold are user errors but there are still enough...
Tesla’s bold claims do not hold up to scrutiny. Elon Musk has made some pretty bold claims on Tesla’s behalf regarding the state of its autonomous driving solution but with...
Ultimately, the pressure proved too much for Apple. Apple and Qualcomm have settled their long-running dispute (see here) over patent royalties and chipsets in what looks to me to be...
Investors will now pay the price of allowing poor governance. The move to oust Mark Zuckerberg will almost certainly fail in the strongest signal yet that companies with uneven share...
A profitless platform isn’t worth anything. Uber is asking for a much higher valuation than Lyft which it is trying to justify through its dominant position in its home market....
PewDiePie follows Epic Games in undermining the supremacy of Twitch and Google. The first credible challenge to the dominance of Twitch and YouTube has arisen as YouTube’s biggest creator (PewDiePie)...
Much less likely to get into trouble. Pinterest is in a much better position than either Uber or Lyft as its financials are in much better shape and it not...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Twitter Q1 19 – Smoke and mirrors
The switch to DAU hides reality. Twitter reported good results as its actions to stimulate engagement began to bear fruit but any notion that this is a return to long-term...